-
Financial Advisor
3 weeks ago
Atria Wealth Solutions Winston-Salem, United StatesThrough its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area. · ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong ...
-
Financial Advisor
2 weeks ago
Pinnacle Financial Corp Winston-Salem, United StatesAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. · We hire lik ...
-
Financial Advisor
2 weeks ago
Atria Wealth Solutions Winston-Salem, United StatesThrough its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area. · ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong ...
-
Senior Financial Advisor
3 days ago
QntmLogic Winston-Salem, United StatesJob Description · Job Description · We are a small, independently owned team of seven professionals, and we're looking for a Senior Service Advisor who shares our commitment to excellence and the values of our registered investment advisory firm, RIA. This role is integral to o ...
-
Licensed Financial Advisor
5 days ago
The Pelora Group Winston-Salem, United States· Are you a Licensed Financial Advisor looking to join a dedicated team in Winston-Salem, NC? The Pelora Group is seeking a talented individual to provide top-notch financial guidance. Our team values integrity, innovation, and client satisfaction above all else. With a competit ...
-
Licensed Financial Advisor
3 weeks ago
Allegacy Federal Credit Union Winston-Salem, United States· Allegacy Federal Credit Union · Job Title: Licensed Financial Advisor · Reports to: Program Manager - AIG · Are you looking for a career opportunity that allows you to make a positive difference in the lives of others while building your Financial Advisory practice? · The ...
-
Experienced Financial Advisor
2 weeks ago
Stone Press Financial Group Winston-Salem, United StatesJob description · Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel ...
-
Senior Financial Servicing Advisor
3 weeks ago
Timonier, Wealth Beyond Financial™ Winston-Salem, United StatesCompany Description · Welcome to Timonier, Wealth Beyond FinancialTM, a multi-dimensional wealth advisory and management firm located in Winston-Salem, NC. Our philosophy is to work with integrity, transparency, dedication, and consistency to help our clients achieve their financ ...
-
Managing Director-Financial Advisor
1 week ago
Investors Title Chapel Hill, United StatesManaging Director-Financial Advisor · Investors Trust Company · Chapel Hill, NC · (MUST LIVE or WORK IN DURHAM / CHAPEL HILL area) · Investors Trust Company is seeking a well-rounded finance leader with a proven track record of leading high performing sales teams. The Managing Di ...
-
Associate Financial Advisor
1 week ago
Robert W. Baird & Co. Incorporated Chapel Hill, United StatesChallenge your thinking and build an amazing career with the best people in the financial services industry Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wea ...
-
Associate Financial Advisor
1 week ago
Robert W. Baird & Co. Chapel Hill, United StatesThe Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophist ...
-
Associate Financial Advisor
3 weeks ago
Royal Bank of Canada Buffalo Grove, United StatesJob Summary · Job Description · What is the opportunity? · The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Ass ...
-
Associate Financial Advisor
3 weeks ago
Royal Bank of Canada Buffalo Grove, United StatesJob Summary · Job Description · What is the opportunity? · The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The ...
-
The Ladders Chapel Hill, United StatesJob Description · Blue Cross and Blue Shield of North Carolina's Diversified Business Group is seeking an organized, analytical, and hardworking professional to join its Corporate Development team as a Senior Strategic Advisor, Financial Monitoring and Analysis. In this newly cr ...
-
Blue Cross and Blue Shield of North Carolina Chapel Hill, United StatesJob Description · Blue Cross and Blue Shield of North Carolina's Diversified Business Group is seeking an organized, analytical, and hardworking professional to join its Corporate Development team as a Senior Strategic Advisor, Financial Monitoring and Analysis. In this newly cr ...
-
Block Advisors Tax Advisor
1 week ago
H&R Block Winston-Salem, United States**499014BR** · **Title:** · Block Advisors Tax Advisor · **Our Company** **:** · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe ...
-
Wealth Management Seasonal Client Associate
2 weeks ago
Bank of America Winston-Salem, United StatesWealth Management Seasonal Client Associate · Winston Salem, North Carolina · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how w ...
-
Virtual Business Banking Relationship Manager
2 weeks ago
First Horizon Bank Winston Salem, NC, United StatesLocation: On site in location listed in job posting. · This is not a remote position. · Summary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 10mm in annual rev ...
-
Virtual Business Banking Relationship Manager
2 weeks ago
First Horizon Bank Winston-Salem, United StatesLocation: · On site in location listed in job posting. · This is not a remote position. · Summary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annua ...
-
Virtual Business Banking Relationship Manager
2 weeks ago
First Horizon Bank Winston Salem, United StatesLocation: On site in location listed in job posting. · This is not a remote position. · Summary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual r ...
Experienced Financial Advisor - Winston-Salem, United States - Stone Press Financial Group
Description
Job Description
Job Description Job description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team.
You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy.
To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Additionally, through our CPA Advantage program, we thrive by fostering mutually beneficial relationships between financial professionals and CPAs.Responsibilities:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.Resilience and humility.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial strategies or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Requirements:
Bachelor's degree in business, finance, or related field.
3+ years of sales experience.
Would be required to have FINRA Series 65. Series 6, 7, 63 and 66 Securities Registration are plus
Life and Health license.
Valid driver's license.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice.
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209, Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC
Job Type:
Full-time
Pay:
$80, $120,000.00 per year
Benefits:
401(k)
Health insurance
Life insurance
Weekly schedule:
Monday to Friday
Work setting:
In-person
Ability to Relocate:
Winston Salem, NC 27103:
Relocate before starting work (Required)
Work Location:
In person
Powered by JazzHR
3pee48NJHf
#J-18808-Ljbffr